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crm4

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jason
2026-03-14 18:46:06 -05:00
parent f1fd2ed979
commit c0cc546e33
15 changed files with 979 additions and 27 deletions
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7
server/prisma/migrations/20260314212000_customer_reseller_hierarchy/migration.sql Normal file
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@@ -0,0 +1,7 @@
ALTER TABLE "Customer" ADD COLUMN "isReseller" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Customer" ADD COLUMN "resellerDiscountPercent" REAL NOT NULL DEFAULT 0;
ALTER TABLE "Customer" ADD COLUMN "parentCustomerId" TEXT REFERENCES "Customer" ("id") ON DELETE SET NULL ON UPDATE CASCADE;
CREATE INDEX "Customer_parentCustomerId_idx" ON "Customer"("parentCustomerId");

27
server/prisma/migrations/20260314214500_crm_terms_and_contacts/migration.sql Normal file
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@@ -0,0 +1,27 @@
ALTER TABLE "Customer" ADD COLUMN "paymentTerms" TEXT;
ALTER TABLE "Customer" ADD COLUMN "currencyCode" TEXT DEFAULT 'USD';
ALTER TABLE "Customer" ADD COLUMN "taxExempt" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Customer" ADD COLUMN "creditHold" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Vendor" ADD COLUMN "paymentTerms" TEXT;
ALTER TABLE "Vendor" ADD COLUMN "currencyCode" TEXT DEFAULT 'USD';
ALTER TABLE "Vendor" ADD COLUMN "taxExempt" BOOLEAN NOT NULL DEFAULT false;
ALTER TABLE "Vendor" ADD COLUMN "creditHold" BOOLEAN NOT NULL DEFAULT false;
CREATE TABLE "CrmContact" (
"id" TEXT NOT NULL PRIMARY KEY,
"fullName" TEXT NOT NULL,
"role" TEXT NOT NULL DEFAULT 'OTHER',
"email" TEXT NOT NULL,
"phone" TEXT NOT NULL,
"isPrimary" BOOLEAN NOT NULL DEFAULT false,
"customerId" TEXT,
"vendorId" TEXT,
"createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" DATETIME NOT NULL,
CONSTRAINT "CrmContact_customerId_fkey" FOREIGN KEY ("customerId") REFERENCES "Customer" ("id") ON DELETE CASCADE ON UPDATE CASCADE,
CONSTRAINT "CrmContact_vendorId_fkey" FOREIGN KEY ("vendorId") REFERENCES "Vendor" ("id") ON DELETE CASCADE ON UPDATE CASCADE
);
CREATE INDEX "CrmContact_customerId_idx" ON "CrmContact"("customerId");
CREATE INDEX "CrmContact_vendorId_idx" ON "CrmContact"("vendorId");

30
server/prisma/schema.prisma
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@@ -113,10 +113,20 @@ model Customer {
postalCode String
country String
status String @default("ACTIVE")
isReseller Boolean @default(false)
resellerDiscountPercent Float @default(0)
parentCustomerId String?
paymentTerms String?
currencyCode String? @default("USD")
taxExempt Boolean @default(false)
creditHold Boolean @default(false)
notes String
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
contactEntries CrmContactEntry[]
contacts CrmContact[]
parentCustomer Customer? @relation("CustomerHierarchy", fields: [parentCustomerId], references: [id], onDelete: SetNull)
childCustomers Customer[] @relation("CustomerHierarchy")
}
model Vendor {
@@ -131,10 +141,15 @@ model Vendor {
postalCode String
country String
status String @default("ACTIVE")
paymentTerms String?
currencyCode String? @default("USD")
taxExempt Boolean @default(false)
creditHold Boolean @default(false)
notes String
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
contactEntries CrmContactEntry[]
contacts CrmContact[]
}
model CrmContactEntry {
@@ -152,3 +167,18 @@ model CrmContactEntry {
vendor Vendor? @relation(fields: [vendorId], references: [id], onDelete: Cascade)
createdBy User? @relation(fields: [createdById], references: [id], onDelete: SetNull)
}
model CrmContact {
id String @id @default(cuid())
fullName String
role String @default("OTHER")
email String
phone String
isPrimary Boolean @default(false)
customerId String?
vendorId String?
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
customer Customer? @relation(fields: [customerId], references: [id], onDelete: Cascade)
vendor Vendor? @relation(fields: [vendorId], references: [id], onDelete: Cascade)
}